16 November 2020
Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what...
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17 February 2020
Increasingly, we read and hear about how the Bank of Mum and Dad is being stretched to the limit, as children are making increasing calls...
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17 January 2020
Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the windo...
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16 December 2019
Potential tax bill shock For those who take their entire pension fund in cash, they not only face paying more in...
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30 October 2019
For each cash withdrawal, normally the first 25% (quarter) is tax-free, and the rest counts as taxable income. There might be charges eac...
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23 October 2019
You might be able to delay taking your pension until a later date if your scheme or provider permits this. If you want your pension pot t...
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16 October 2019
Tax relief means some of your money that would have gone to the Government as tax goes into your pension instead. You can put as much as...
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16 October 2019
Tax relief means some of your money that would have gone to the Government as tax goes into your pension instead. You can put as much as...
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25 September 2019
If you are looking for a balance of flexibility and security to suit your circumstances, you could consider blending your retirement opti...
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2 May 2019
However, if you were eligible* to compel your pension scheme to pay the tax (known as “mandatory scheme pays”, with a corresp...
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